Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 83 U.S. retirement plans report holding Jpmorgan in their Schedule of Assets, totaling $205.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLAYTON HOMES, INC. CLAYTON HOMES, INC. 401(K) RETIREMENT PLAN | MARYVILLE TN | 22,418 | $1.6B | $21.6M |
| 2 | CHEMICAL & INDUSTRIAL ENGINEERING, INC. C & I ENGINEERING, INC. SALARY SAVINGS PLAN | LOUISVILLE KY | 238 | $50.5M | $15.5M |
| 3 | NORTEK, INC. NORTEK 401(K) PLAN |
CHICAGO IL |
| 2,630 |
| $204.3M |
| $13.4M |
| 4 | THERMON, INC. THERMON INC. 401(K) PLAN | SAN MARCOS TX | 580 | $57.6M | $9.4M |
| 5 | CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION, INC. TEACHERS FRINGE BENEFIT 403(B) PROGRAM | MIAMI FL | 314 | $56.4M | $9.3M |
| 6 | EKI ENVIRONMENT & WATER, INC. EKI ENVIRONMENT & WATER, INC. 401(K) PLAN | DALY CITY CA | 130 | $31.9M | $8.3M |
| 7 | HOLDEN INDUSTRIES, INC. HOLDEN INDUSTRIES, INC. RETIREMENT PLAN | DEERFIELD IL | 1,277 | $78.2M | $7.8M |
| 8 | WACOAL AMERICA, INC. WACOAL AMERICA, INC. SAVINGS AND PROFIT SHARING PLAN | LYNDHURST NJ | 295 | $74.7M | $7.6M |
| 9 | BOARD OF TRUSTEES OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS SEVENTH DISTRICT RETIREMENT BENEFIT AND TRUST FUND | AMARILLO TX | 2,531 | $94.5M | $7.4M |
| 10 | FIRST NATIONAL BANK ALASKA FIRST NATIONAL BANK ALASKA PROFIT SHARING & 401(K) PLAN | ANCHORAGE AK | 614 | $119.5M | $6.9M |
